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QCBGX vs RLBFX
QCBGX vs RLBFX Comparison
Open Charts QCBGX vs RLBFX
Federated Hermes MDT Balanced C
Price$20.58
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets254.83M
American Funds American Balanced R5
Price$34.20
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets232.71B
QCBGX vs RLBFX Comparison Chart
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QCBGX vs. RLBFX commentary
Apr 02, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QCBGX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 233B vs. QCBGX (255M). RLBFX pays higher dividends than QCBGX: RLBFX (2.19) vs QCBGX (0.65). QCBGX was incepted earlier than RLBFX: QCBGX (20 years) vs RLBFX (23 years). QCBGX (2.12) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. QCBGX (68.00). RLBFX has a lower initial minimum investment than QCBGX: RLBFX (250) vs QCBGX (1500). RLBFX annual gain was more profitable for investors over the last year : 3.19 vs. QCBGX (-2.14). RLBFX return over 5 years is better than : 51.99 vs. QCBGX (36.40).
| QCBGX | RLBFX | QCBGX / RLBFX | |
| Total Expense Ratio | 2.12 | 0.30 | 707% |
| Annual Report Gross Expense Ratio | 2.12 | 0.30 | 707% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -0.628 | -0.172 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 233B | 0% |
| Annual Yield % from dividends | 0.65 | 2.19 | 30% |
| Returns for 1 year | -2.14 | 3.19 | -67% |
| Returns for 3 years | 1.21 | 12.49 | 10% |
| Returns for 5 years | 36.40 | 51.99 | 70% |
| Returns for 10 years | 28.16 | 54.17 | 52% |
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